+18.7%
VGT vs ROIV
+87.6%
-68.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.5% |
| 7D | +2.5% | +1.7% | +0.8% | +2.2% |
| 30D | -9.5% | +17.6% | -27.1% | -11.8% |
| 3M | -9.5% | +9.0% | -18.5% | -11.1% |
| 6M | -1.8% | +35.3% | -37.1% | -7.4% |
| YTD | +18.4% | +82.2% | -63.8% | +5.9% |
| 1Y | +18.7% | +92.3% | -73.5% | +7.3% |
| All | +18.7% | +87.6% | -68.9% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ROIV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling